Game Creek Capital, LP — 13F holdings

Game Creek Capital, LP reported 77 holdings worth $283M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $27.9M (9.8%)
2. GOOGL ALPHABET INC — $21.6M (7.6%)
3. SPY SPDR S&P 500 ETF TR — $14.9M (5.3%)
4. AMZN AMAZON COM INC — $14.0M (5.0%)
5. AMD ADVANCED MICRO DEVICES INC — $13.5M (4.8%)
6. VRT VERTIV HOLDINGS CO — $13.5M (4.8%)
7. GNRC GENERAC HLDGS INC — $8.64M (3.0%)
8. UBER UBER TECHNOLOGIES INC — $8.22M (2.9%)
9. CVX CHEVRON CORP NEW — $8.15M (2.9%)
10. MDT MEDTRONIC PLC — $7.96M (2.8%)